Crypto Portfolio Hedge

Greg Isenberg and Shaan Puri discuss their approach to crypto investment, emphasizing a balanced portfolio strategy while maintaining enough exposure to stay engaged in the space.

• Recommended Crypto Allocation:

  • Base recommendation: 2-5% of net worth as a hedge
  • Both speakers are slightly above this range:
    • Shaan: 9% of portfolio
    • Greg: 7.5% of portfolio

• Investment Philosophy:

  • "Pay to learn" approach:
    • Put skin in the game to stay involved
    • Need to be part of the journey, even if "in the trunk"
    • Better understanding comes from direct involvement

• Portfolio Management:

  • Not planning to sell off as positions grow
  • Accept higher allocation if it comes from growth
  • Focus on long-term holding rather than active trading

• Learning Strategy:

  • Best learning comes from being "pushed into the arena"
  • Accept that losses and missed opportunities are part of the learning process
  • Focus on getting multiple "at bats" over time
  • Build good relationships along the way